See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,747 | $180,028-52.9% | $138,135-38.6% | $158,922-46.7% |
| Participation rate | 80.0% | 82.2%-2.2pp | 78.7%+1.3pp | 82.0%-2.0pp |
| Annual return | 27.61% | 21.68%+5.9pp | 20.51%+7.1pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,223 | $7,470-83.6% | $5,587-78.1% | $4,761-74.3% |
| Participant deferral / active EE | $7,674 | $7,717-0.6% | $6,431+19.3% | $5,982+28.3% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |